Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McKenna is a financial advisor with Ameriprise Financial Services, LLC. Matthew has been in the industry since 1998 and has experience working with individuals, corporations, trusts/estates, charitable organizations, insurance companies, and pension and profit-sharing plans. Matthew has also worked with Royal Alliance Associates, Inc., Wachovia Securities, LLC, Touchstone Securities, Inc., UBS PaineWebber Inc., and Alliance Fund Distributors, Inc. Matthew holds Series 6, 7, 63, and 65 licenses. Matthew also serves as President of McKenna and is a high school wrestling official.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NJ
06/17/2020 - Present
Ameriprise Financial Services, LLC (West Orange NJ)
NJ
05/03/2006 - 06/19/2020
ROYAL ALLIANCE ASSOCIATES, INC. (WEST ORANGE NJ)
NJ
05/10/2004 - 05/01/2006
WACHOVIA SECURITIES, LLC (TENAFLY NJ)
OH
03/19/2002 - 05/03/2004
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
NJ
04/03/2000 - 04/19/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
TN
07/30/1999 - 04/10/2000
ALLIANCE FUND DISTRIBUTORS, INC. (NASHVILLE TN)
CT
12/04/1997 - 06/29/1999
NORTHSTAR DISTRIBUTORS, INC. (STAMFORD CT)
IA
Issued 11/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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